Patten & Patten Inc

SEC CIK: 0001044905
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Patten & Patten Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 25,249
Value: $5.28M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of MS by Patten & Patten Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,249	$5.28M	0.3%	−100.0%	Reduced	Holders
Q1 2026	25,259	$4.16M	0.3%	−100−0.4%	Reduced	Holders
Q4 2025	25,359	$4.50M	0.3%	−4,799−15.9%	Reduced	Holders
Q3 2025	30,158	$4.79M	0.3%	−478−1.6%	Reduced	Holders
Q2 2025	30,636	$4.32M	0.3%	−4,617−13.1%	Reduced	Holders
Q1 2025	35,253	$4.11M	0.3%	−921−2.5%	Reduced	Holders
Q4 2024	36,174	$4.55M	0.3%	−680−1.8%	Reduced	Holders
Q3 2024	36,854	$3.84M	0.3%	−32−0.1%	Reduced	Holders
Q2 2024	36,886	$3.58M	0.3%	+52+0.1%	Added	Holders
Q1 2024	36,834	$3.47M	0.2%	+101+0.3%	Added	Holders
Q4 2023	36,733	$3.43M	0.3%	−782−2.1%	Reduced	Holders
Q3 2023	37,515	$3.06M	0.3%	+223+0.6%	Added	Holders
Q2 2023	37,292	$3.18M	0.3%	+938+2.6%	Added	Holders
Q1 2023	36,354	$3.19M	0.3%	−520−1.4%	Reduced	Holders
Q4 2022	36,874	$3.13M	0.3%	−488−1.3%	Reduced	Holders
Q3 2022	37,362	$2.95M	0.3%	−4,331−10.4%	Reduced	Holders
Q2 2022	41,693	$3.17M	0.3%	−1,014−2.4%	Reduced	Holders
Q1 2022	42,707	$3.73M	0.3%	+2,432+6.0%	Added	Holders
Q4 2021	40,275	$3.95M	0.3%	−50−0.1%	Reduced	Holders
Q3 2021	40,325	$3.92M	0.3%	−1,136−2.7%	Reduced	Holders
Q2 2021	41,461	$3.80M	0.3%	−7,567−15.4%	Reduced	Holders
Q1 2021	49,028	$3.81M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.